Własność instytucjonalna i funduszowa – Sprzedający
Na tej stronie znajdują się instytucje, fundusze i głównych akcjonariuszy, którzy zmniejszyli swoje udziały lub zamknęli swoje pozycje w ostatnim okresie sprawozdawczym. Czerwone rzędy wskazują pozycje zamknięte. Kliknij ikonę linku, aby zobaczyć pełną historię transakcji.
Zaktualizujaby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 51 625 | -3,16 | 16 | -6,25 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 15 445 | -0,13 | 4 668 | -0,09 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 50 | -97,52 | 15 | -97,53 | ||||
| 2026-04-28 | 13F | Probity Advisors, Inc. | 12 528 | -4,52 | 3 786 | -4,47 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 710 | -18,76 | 214 | -18,63 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 8 486 | -3,84 | 2 565 | -3,83 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 358 | -0,83 | 108 | 0,00 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 862 | -27,13 | 260 | -27,17 | ||||
| 2026-04-24 | 13F | United Community Bank | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 7 000 | -38,05 | 2 116 | -38,03 | |||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 3 760 | -0,58 | 1 137 | -0,53 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 27 810 | -3,88 | 8 405 | -3,84 | ||||
| 2026-02-14 | 13F | Howe & Rusling Inc | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Elevated Financial Group LLC | 6 714 | -2,21 | 2 029 | -2,17 | ||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 2 221 | -5,65 | 671 | -5,63 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 1 265 | -0,94 | 382 | -0,78 | ||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 12 130 | -3,27 | 3 666 | -3,22 | ||||
| 2026-04-24 | 13F | SOL Capital Management CO | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | InTrack Investment Management Inc | 6 396 | -15,05 | 1 933 | -15,00 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 1 147 | -0,26 | 347 | -0,29 | ||||
| 2026-04-21 | 13F | Refined Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 5 227 | -4,83 | 1 580 | -4,82 | ||||
| 2026-04-27 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 4 807 | -6,57 | 1 453 | -6,56 | ||||
| 2026-02-17 | 13F | Quest Investment Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 4 956 | -3,45 | 1 498 | -3,42 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 1 585 | -0,63 | 479 | -0,42 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 4 353 | -42,75 | 1 316 | -42,73 | ||||
| 2026-01-20 | 13F | American National Bank | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Proffitt & Goodson Inc | 298 | -42,25 | 90 | -41,94 | ||||
| 2026-04-29 | 13F | Sigma Investment Counselors Inc | 1 393 | -19,99 | 421 | -19,81 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 392 074 | -0,09 | 1 347 | -7,30 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 12 969 | -0,18 | 3 920 | -0,15 | ||||
| 2026-01-07 | 13F | Vigilare Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Sawgrass Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 76 194 | -0,02 | 23 | 0,00 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 820 | -1,91 | 248 | -1,98 | ||||
| 2026-04-14 | 13F | Austin Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Athena Investment Management | 1 450 | -8,81 | 438 | -8,75 | ||||
| 2026-04-15 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Indivisible Partners | 1 816 | -0,77 | 549 | -0,72 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Wolff Financial Management Llc | 19 292 | -2,72 | 5 831 | -2,69 | ||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 2 599 | -4,34 | 785 | -4,27 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 1 579 | -44,24 | 477 | -44,21 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 1 776 | -10,71 | 537 | -10,67 | ||||
| 2026-05-08 | 13F | NCP Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 20 773 | -40,79 | 6 | -40,00 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 3 215 | -0,25 | 972 | -0,21 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 1 356 | -17,27 | 410 | -17,37 | ||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 16 429 | -96,18 | 4 966 | -96,18 | ||||
| 2026-04-29 | 13F | Waters Parkerson & Co., Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 89 | -63,22 | 27 | -64,38 | ||||
| 2026-04-30 | 13F | Petix & Botte Co | 855 | -50,00 | 517 | 0,00 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2 835 | -17,23 | 857 | -17,21 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 549 | -0,18 | 166 | 0,00 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 5 608 | -1,28 | 1 695 | -1,22 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 966 | -60,33 | 292 | -60,27 | ||||
| 2026-05-06 | 13F | Hallmark Capital Management Inc | 5 135 | -10,01 | 1 552 | -9,92 | ||||
| 2026-05-14 | 13F | St. Louis Trust Co | 3 648 | -10,10 | 1 103 | -10,04 | ||||
| 2026-04-23 | 13F | Simmons Bank | 6 594 | -1,76 | 1 992 | -1,73 | ||||
| 2026-04-09 | 13F | Peterson Wealth Advisors, LLC | 1 229 | -10,88 | 371 | -10,82 | ||||
| 2026-04-15 | 13F | Riversedge Advisors, Llc | 10 697 | -4,31 | 3 233 | -4,26 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 15 807 | -2,44 | 4 777 | -2,41 | ||||
| 2026-05-06 | 13F | Windward Private Wealth Management Inc. | 1 943 | -0,87 | 587 | -0,84 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 5 889 | -13,24 | 1 780 | -13,17 | ||||
| 2026-05-12 | 13F | Ark & Tlk Investments, Llc | 1 098 | -0,09 | 332 | -0,30 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 694 | -14,11 | 210 | -14,34 | ||||
| 2026-02-13 | 13F | J Hagan Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Dupree Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 3 086 | -6,37 | 933 | -6,33 | ||||
| 2026-04-27 | 13F | Moneywise, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 9 116 | -0,92 | 2 754 | 0,55 | ||||
| 2026-04-08 | 13F | Inspirion Wealth Advisors, Llc | 50 068 | -20,59 | 15 133 | -20,55 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 319 | -12,84 | 97 | -12,73 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | McNamara Financial Services, Inc. | 2 262 | -4,80 | 684 | -4,74 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 10 372 | -2,90 | 3 135 | -2,85 | ||||
| 2026-01-22 | 13F | Systelligence, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 10 858 | -2,49 | 3 280 | -1,00 | ||||
| 2026-04-10 | 13F | RTD Financial Advisors, Inc. | 13 868 | -1,48 | 4 192 | -1,43 | ||||
| 2026-02-12 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-13 | 13F | Richard P Slaughter Associates Inc | 1 424 | -10,94 | 430 | -10,97 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 482 | -17,47 | 146 | -17,61 | ||||
| 2026-04-07 | 13F | First Financial Corp /in/ | 1 650 | -2,54 | 499 | -2,54 | ||||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 1 134 | -8,25 | 343 | -8,31 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 665 | -3,62 | 201 | -3,37 | ||||
| 2026-04-15 | 13F | LongView Wealth Management | 1 506 | -3,34 | 492 | -2,00 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Tompkins Financial Corp | 70 | -49,64 | 21 | -48,78 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 1 570 | -33,02 | 475 | -33,05 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 1 085 | -8,28 | 328 | -8,40 | ||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Sage Financial Management Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 18 370 | -2,41 | 5 552 | -2,36 | ||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 3 125 | -75,71 | 945 | -73,80 | ||||
| 2026-05-12 | 13F | Goodwin Investment Advisory | 2 423 | -0,04 | 732 | 0,00 | ||||
| 2026-04-28 | 13F | Bravias Capital Group, LLC | 1 476 | -1,53 | 446 | -1,33 | ||||
| 2026-05-14 | 13F | Ballast Financial Advisors LLC | 7 758 | -0,08 | 2 345 | -0,04 | ||||
| 2026-04-21 | 13F | Valley Forge Investment Consultants Inc Adv | 2 939 | -0,34 | 888 | -0,22 | ||||
| 2026-04-09 | 13F | Clarity Capital Advisors, LLC | 2 267 | -5,54 | 685 | -5,52 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 8 808 | -2,95 | 2 662 | -2,88 | ||||
| 2025-12-09 | 13F/A | Tudor Investment Corp Et Al | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 2 465 | -0,80 | 745 | -0,80 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 14 324 | -0,37 | 4 330 | -0,32 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 404 | -3,81 | 122 | -2,40 | ||||
| 2026-04-08 | 13F | Sax Wealth Advisors, Llc | 5 652 | -3,29 | 1 708 | -3,29 | ||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 13 194 | -2,76 | 3 988 | -2,73 | ||||
| 2026-05-13 | 13F | Cove Private Wealth, LLC | 750 | -1,19 | 227 | -1,31 | ||||
| 2026-05-14 | 13F | Empower Advisory Group, LLC | 1 679 | -47,13 | 508 | -47,13 | ||||
| 2026-04-20 | 13F | Brian Low Financial Group, Llc | 846 | -11,51 | 256 | -11,46 | ||||
| 2026-05-13 | 13F | Prestige Wealth Management Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | MKT Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Clear Retirement Advice LLC | 18 589 | -0,40 | 5 619 | -2,84 | ||||
| 2026-01-14 | 13F | Enclave Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 16 692 | -2,60 | 5 045 | -2,55 | ||||
| 2026-05-04 | 13F | MEMBERS Trust Co | 13 742 | -15,43 | 4 154 | -15,40 | ||||
| 2026-04-16 | 13F | Sentinel Pension Advisors Inc | 5 493 | -0,22 | 1 660 | -0,18 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 12 280 | -19,40 | 3 712 | -19,36 | ||||
| 2026-05-12 | 13F | Northwest Bancshares, Inc. | 2 017 | -7,90 | 610 | -7,87 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 5 311 | -3,80 | 1 606 | -3,72 | ||||
| 2026-04-24 | 13F | Vision Capital Management, Inc. | 86 956 | -6,24 | 26 282 | -6,20 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 1 646 | -0,18 | 498 | -0,20 | ||||
| 2026-04-08 | 13F | Winter & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Worth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 362 | -3,47 | 109 | -3,54 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 8 422 | -6,71 | 2 546 | -6,67 | ||||
| 2026-01-16 | 13F | Oldfather Financial Services, LLC | 1 937 | -3,73 | 585 | -2,17 | ||||
| 2026-05-06 | 13F | Elyxium Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 1 120 | -3,78 | 339 | -3,70 | ||||
| 2026-05-01 | 13F | American Trust | 3 884 | -1,62 | 1 174 | -1,51 | ||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 883 | -10,54 | 267 | -10,74 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 8 041 | -1,30 | 2 430 | -1,26 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Wrapmanager Inc | 930 | -8,82 | 281 | -8,77 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 1 222 | -50,04 | 369 | -50,00 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 667 | -0,74 | 201 | -0,50 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 1 541 | -4,70 | 466 | -4,71 | ||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 18 634 | -2,66 | 6 141 | -0,34 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 692 | -8,34 | 209 | -8,33 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Trustmark National Bank Trust Department | 8 834 | -11,33 | 2 670 | -11,27 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 8 522 | -36,67 | 2 576 | -36,65 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 25 974 | -3,74 | 7 851 | -3,70 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 5 545 | -22,72 | 1 706 | -24,59 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 1 680 | -78,35 | 508 | -78,37 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 3 691 | -54,16 | 1 116 | -54,15 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 142 837 | -3,97 | 43 174 | -3,92 | ||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 2 157 | -10,01 | 652 | -10,08 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 14 297 | -33,16 | 4 321 | -33,78 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 317 705 | -2,39 | 96 027 | -2,34 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 26 756 | -6,57 | 8 091 | -6,52 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 258 | -91,88 | 78 | -91,85 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 24 860 | -4,10 | 7 514 | -4,06 | ||||
| 2026-04-08 | 13F | WealthCare Investment Partners, LLC | 3 296 | -0,63 | 1 019 | 0,10 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 17 104 | -0,28 | 5 170 | -0,23 | ||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 1 794 | -0,50 | 542 | -0,37 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Wheelhouse Advisory Group LLC | 1 977 | -9,15 | 597 | -10,09 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 42 528 | -16,83 | 12 854 | -16,80 | ||||
| 2026-05-07 | 13F | Pillar Financial Advisors, LLC | 8 807 | -2,93 | 2 662 | -2,92 | ||||
| 2026-05-12 | 13F | Channel Wealth Llc | 668 | -6,57 | 202 | -6,94 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 2 558 | -5,61 | 773 | -5,50 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 18 272 | -2,33 | 5 523 | -2,28 | ||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 1 247 | -0,48 | 383 | -1,79 | ||||
| 2026-04-29 | 13F | BHK Investment Advisors, LLC | 87 775 | -4,13 | 26 530 | -4,09 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 10 286 | -12,79 | 3 109 | -12,77 | ||||
| 2026-05-01 | 13F | Strategic Financial Partners, Ltd. | 3 468 | -5,86 | 1 048 | -5,84 | ||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 7 061 | -0,11 | 2 134 | -0,05 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 17 396 | -2,06 | 5 857 | 1,90 | ||||
| 2026-04-21 | 13F | Tritonpoint Wealth, Llc | 4 989 | -1,01 | 1 508 | -0,99 | ||||
| 2026-04-29 | 13F | American Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Finward Bancorp | 1 655 | -5,05 | 500 | -4,94 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 17 234 | -11,20 | 5 209 | -11,15 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 3 576 | -0,17 | 1 081 | -0,18 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 1 246 | -5,82 | 376 | -5,76 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 476 911 | -1,30 | 144 146 | -1,26 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 5 122 | -0,39 | 1 548 | -0,32 | ||||
| 2026-05-07 | 13F | Carl P. Sherr & Co., LLC | 2 740 | -1,08 | 828 | -4,39 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 7 115 | -0,75 | 2 248 | 3,83 | ||||
| 2026-04-14 | 13F | Arvest Investments, Inc. | 29 536 | -0,39 | 8 927 | -0,35 | ||||
| 2026-02-23 | 13F | Kera Capital Partners, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 2 135 | -2,06 | 645 | -1,98 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 212 659 | -5,59 | 64 246 | 95 789,55 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1 272 | -13,17 | 384 | -13,12 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Juncture Wealth Strategies, Llc | 6 970 | -0,09 | 2 107 | -0,05 | ||||
| 2026-01-26 | 13F | Northwest Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Houlihan Financial Resource Group, Ltd. | 2 257 | -0,88 | 682 | -2,30 | ||||
| 2026-05-12 | 13F | Marion Wealth Management | 32 604 | -5,86 | 9 855 | -12,07 | ||||
| 2026-04-20 | 13F | Kennicott Capital Management Llc | 2 454 | -9,21 | 742 | -9,19 | ||||
| 2026-04-13 | 13F | Gradient Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Csenge Advisory Group | 2 062 | -1,25 | 623 | -1,11 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 2 340 | -0,55 | 707 | -0,56 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 4 687 | -2,09 | 1 417 | -2,07 | ||||
| 2026-02-04 | 13F | Bailard, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Lmcg Investments, Llc | 46 823 | -8,23 | 14 152 | -8,18 | ||||
| 2026-06-02 | 13F/A | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | Put | 0 | -100,00 | 0 | -100,00 | |||
| 2026-05-07 | 13F | TCTC Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 1 487 | -21,20 | 449 | -21,23 | ||||
| 2026-04-03 | 13F | Waller Financial Planning Group, Inc | 1 975 | -4,45 | 597 | -4,33 | ||||
| 2026-04-27 | 13F | Apeiron RIA LLC | 1 590 | -0,31 | 481 | -0,21 | ||||
| 2026-05-07 | 13F | Facet Wealth, Inc. | 727 | -20,89 | 220 | -26,01 | ||||
| 2026-05-12 | 13F | Crusonia Wealth Advisors LLC | 865 | -5,57 | 262 | -5,43 | ||||
| 2026-04-22 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 435 | -14,71 | 131 | -14,94 | ||||
| 2026-04-21 | 13F | Creekside Partners | 7 035 | -3,76 | 2 126 | -3,71 | ||||
| 2026-04-22 | 13F | Horizon Bancorp Inc /in/ | 254 | -18,85 | 0 | |||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 1 250 | -3,10 | 378 | -3,08 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2 970 | -11,76 | 898 | -11,80 | ||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 69 015 | -0,35 | 20 860 | -0,31 | ||||
| 2026-04-21 | 13F | Grimes & Company, Inc. | 14 118 | -7,57 | 4 267 | -7,52 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 79 726 | -2,62 | 24 097 | -2,57 | ||||
| 2026-04-21 | 13F | Christine Messmer Pc | 1 630 | -1,45 | 493 | -1,40 | ||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 10 609 | -0,69 | 3 207 | -0,65 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 18 694 | -4,13 | 5 650 | -4,07 | ||||
| 2026-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | BCS Wealth Management | 2 939 | -50,64 | 888 | -50,61 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 192 | -16,88 | 58 | -15,94 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 2 688 | -0,19 | 812 | -0,12 | ||||
| 2026-05-15 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Concord Wealth Partners | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Zrc Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 4 536 | -2,24 | 1 371 | -2,21 | ||||
| 2026-04-08 | 13F | Towerpoint Wealth, LLC | 29 248 | -0,04 | 8 840 | 0,01 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 3 671 | -0,08 | 1 114 | 0,27 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 32 927 | -3,05 | 9 952 | -3,01 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 2 238 | -1,67 | 676 | -1,60 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | GSB Wealth Management, LLC | 4 117 | -0,05 | 1 244 | 0,00 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 1 176 | -2,33 | 355 | -2,20 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 1 474 | -33,72 | 446 | -33,68 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 32 109 | -5,34 | 10 851 | 5,88 | ||||
| 2026-05-14 | 13F | Diversified Enterprises, LLC | 4 293 | -0,95 | 1 298 | -0,92 | ||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 35 | -75,86 | 11 | -76,74 | ||||
| 2026-04-30 | 13F | Cooksen Wealth, LLC | 4 413 | -16,09 | 1 334 | -16,06 | ||||
| 2026-05-04 | 13F | LaFleur & Godfrey LLC | 1 051 | -1,59 | 318 | -1,55 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 47 883 | -2,39 | 14 473 | -2,35 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 14 | -85,26 | 4 | -85,71 | ||||
| 2026-05-07 | 13F | JMG Financial Group, Ltd. | 758 | -18,93 | 229 | -18,79 | ||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 64 479 | -0,28 | 19 489 | -0,24 | ||||
| 2026-02-12 | 13F | Davis R M Inc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 1 025 | -0,97 | 310 | -0,96 | ||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | L.K. Benson & Company, P.C. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 50 527 | -0,97 | 15 272 | -0,93 | ||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 2 832 | -12,35 | 856 | -12,40 | ||||
| 2026-02-17 | 13F | North Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | McMillan Office, Inc. | 4 174 | -3,47 | 1 262 | -3,45 | ||||
| 2026-04-28 | 13F | Spurstone Advisory Services, LLC | 1 | -50,00 | 0 | |||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 1 803 | -14,67 | 545 | -14,73 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 4 102 | -1,30 | 1 240 | -1,27 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 827 | -9,42 | 250 | -9,09 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 1 427 | -2,73 | 431 | -2,71 | ||||
| 2026-04-24 | 13F | Bishop & Co Investment Management, LLC | 2 244 | -92,52 | 678 | -92,51 | ||||
| 2026-04-30 | 13F | Graetz Wealth LLC | 3 881 | -16,05 | 1 173 | -15,97 | ||||
| 2026-04-21 | 13F | Falcon Wealth Planning | 10 612 | -3,32 | 3 208 | -3,29 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 214 | -38,68 | 65 | -39,05 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 3 268 | -0,73 | 988 | -0,70 | ||||
| 2026-04-16 | 13F | Stephen J. Garry & Associates, Llc | 15 423 | -0,18 | 4 662 | -0,13 | ||||
| 2026-04-20 | 13F | Leeward Financial Partners, LLC | 18 569 | -21,53 | 5 612 | -21,50 | ||||
| 2026-04-29 | 13F | Index Technologies Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Cornerstone Wealth Advisors, Inc. | 32 815 | -10,10 | 9 918 | -10,06 | ||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 3 238 | -0,28 | 979 | -0,20 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 8 438 257 | -17,74 | 2 550 463 | -17,70 | ||||
| 2026-05-12 | 13F | WealthTrak Capital Management LLC | 899 | -0,33 | 272 | -0,37 | ||||
| 2026-05-08 | 13F | Wealthedge Investment Advisors, Llc | 1 997 | -66,03 | 604 | -66,03 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 165 | -45,72 | 0 | |||||
| 2026-04-27 | 13F | Meramec Financial Planners, LLC | 21 547 | -4,70 | 7 285 | 1,85 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 1 233 | -70,96 | 373 | -70,98 | ||||
| 2026-01-23 | 13F | Keener Financial Planning LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 12 293 | -31,33 | 3 716 | -31,31 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 772 | -2,28 | 233 | -2,10 | ||||
| 2026-05-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 5 529 | -12,60 | 1 671 | -12,56 | ||||
| 2026-04-20 | 13F | McKinley Carter Wealth Services, Inc. | 10 488 | -0,34 | 3 170 | -0,31 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 44 441 | -7,26 | 13 432 | -7,22 | ||||
| 2026-05-14 | 13F | LifePlan Investment Advisors, Inc. | 14 876 | -1,79 | 4 496 | -1,75 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Stanich Group LLC | 4 379 | -1,57 | 1 324 | -1,64 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 2 811 | -5,86 | 850 | -5,88 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 8 816 | -4,13 | 2 665 | -4,10 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 131 049 | -1,54 | 39 579 | -1,49 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 19 197 | -1,72 | 5 802 | -1,68 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 41 002 | -5,27 | 12 393 | -5,22 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 2 024 | -0,49 | 612 | -0,49 | ||||
| 2026-04-13 | 13F | Nvest Wealth Strategies, Inc. | 2 272 | -5,25 | 687 | -5,25 | ||||
| 2026-05-01 | 13F | Rakuten Securities, Inc. | 6 | -14,29 | 2 | -50,00 | ||||
| 2026-04-27 | 13F | Greenleaf Trust | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | New Millennium Group LLC | 491 | -1,60 | 148 | 0,00 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 5 366 | -1,29 | 1 622 | -1,28 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 940 | -44,44 | 286 | -44,03 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 11 290 | -0,32 | 3 412 | -0,26 | ||||
| 2026-05-05 | 13F | Gilbert & Cook, Inc. | 999 | -19,57 | 302 | -19,73 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 21 262 | -0,93 | 6 423 | -0,93 | ||||
| 2026-05-06 | 13F | American Financial & Tax Strategies Inc | 10 608 | -3,27 | 3 206 | -3,23 | ||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | Carr Financial Group Corp | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Cypress Financial Planning Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | River Wealth Advisors LLC | 7 670 | -2,42 | 2 318 | -2,36 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 7 314 | -1,48 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 757 | -82,71 | 0 | -100,00 | ||||
| 2026-04-09 | 13F | Noble Family Wealth, LLC | 8 878 | -1,22 | 2 683 | -1,18 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 8 | -11,11 | 2 | 0,00 | ||||
| 2026-04-14 | 13F | Regent Peak Wealth Advisors LLC | 1 271 | -1,85 | 384 | -1,79 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 884 | -34,76 | 267 | -34,72 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 77 540 | -22,81 | 23 829 | -25,33 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 54 229 | -4,28 | 16 391 | -4,24 | ||||
| 2026-02-12 | 13F | Hamilton Point Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Whittier Trust Co | 6 564 | -6,40 | 2 022 | -9,25 | ||||
| 2026-05-08 | 13F | United Financial Planning Group LLC | 12 | -42,86 | 4 | -50,00 | ||||
| 2026-04-08 | 13F | Legacy Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Foster Group, Inc. | 858 | -3,05 | 259 | -3,00 | ||||
| 2026-05-07 | 13F | Cutler Investment Counsel Llc | 1 277 | -3,11 | 386 | -3,27 | ||||
| 2026-04-20 | 13F | Dopkins Wealth Management, Llc | 23 702 | -1,23 | 7 164 | -1,19 | ||||
| 2026-04-15 | 13F | Cranbrook Wealth Management, LLC | 9 444 | -4,66 | 2 854 | -4,61 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 760 | -0,39 | 230 | -0,43 | ||||
| 2026-04-27 | 13F | Qrg Capital Management, Inc. | 2 052 | -3,98 | 620 | -3,88 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1 678 | -8,71 | 507 | -8,65 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 705 | -18,87 | 213 | -17,83 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3 205 | -0,80 | 969 | -0,82 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 23 495 | -3,03 | 7 101 | -2,98 | ||||
| 2026-04-17 | 13F | Integrated Capital Management, LLC | 2 187 | -1,17 | 661 | -1,05 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 34 802 | -1,25 | 10 519 | -1,21 | ||||
| 2026-05-15 | 13F | Legacy Capital Wealth Partners, LLC | 1 864 | -1,27 | 563 | -1,23 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 75 478 | -2,24 | 22 813 | -2,19 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 1 180 | -1,67 | 357 | -1,66 | ||||
| 2026-04-15 | 13F | City Holding Co | 4 134 | -1,55 | 1 249 | -1,50 | ||||
| 2026-04-28 | 13F | Fee-Only Financial Planning, L.C. | 29 838 | -0,60 | 9 019 | -0,55 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 3 812 | -1,12 | 1 152 | -1,03 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 985 | -12,29 | 298 | -12,39 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1 611 | -37,85 | 487 | -37,93 | ||||
| 2026-02-13 | 13F | Total Wealth Planning, Llc | 4 329 | -93,67 | 1 308 | -93,58 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 3 772 | -7,09 | 1 140 | -7,01 | ||||
| 2026-04-10 | 13F | Waldron Private Wealth LLC | 103 182 | -11,48 | 31 187 | -11,43 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 3 590 | -3,03 | 1 091 | -2,94 | ||||
| 2026-04-14 | 13F | American State Bank (Iowa) | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 14 463 | -3,37 | 4 371 | -3,32 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 40 543 | -0,24 | 12 254 | -0,19 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 17 662 | -41,63 | 5 338 | -41,61 | ||||
| 2026-05-11 | 13F | Strategic Family Wealth Counselors, L.L.C. | 3 439 | -4,31 | 1 039 | -9,89 | ||||
| 2026-05-06 | 13F | Precision Wealth Strategies, LLC | 776 | -0,26 | 235 | -0,43 | ||||
| 2026-05-08 | 13F | Truepoint, Inc. | 4 062 | -0,47 | 1 228 | -0,41 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 542 | -1,09 | 164 | -1,21 | ||||
| 2026-04-24 | 13F | rebel Financial LLC | 9 431 | -3,29 | 2 850 | -3,26 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 1 228 | -18,89 | 395 | -13,38 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 1 713 | -1,72 | 518 | -1,71 | ||||
| 2026-05-05 | 13F | Duncan Williams Asset Management, LLC | 2 986 | -1,45 | 902 | -3,84 | ||||
| 2026-05-05 | 13F | Black Diamond Financial, LLC | 25 547 | -4,24 | 7 721 | -4,19 | ||||
| 2026-05-06 | 13F | Decker Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 762 | -21,69 | 230 | -21,50 | ||||
| 2026-05-13 | 13F | Laffer Investments | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 3 441 | -2,36 | 1 040 | -2,26 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 8 708 | -1,58 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Laurel Oak Wealth Management, Llc | 3 928 | -9,53 | 1 187 | -9,46 | ||||
| 2026-04-15 | 13F | Wright Fund Managment, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 2 367 | -34,67 | 715 | -34,64 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 428 | -10,46 | 129 | -10,42 | ||||
| 2026-04-21 | 13F | Strategic Equity Management | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 28 015 | -3,95 | 8 468 | -3,90 | ||||
| 2026-05-11 | 13F | New Age Alpha Advisors, LLC | 193 | -76,20 | 58 | -76,33 | ||||
| 2026-04-20 | 13F | BTC Capital Management, Inc. | 6 780 | -9,53 | 2 050 | -9,46 | ||||
| 2026-04-13 | 13F | Highland Capital Management, Llc | 19 773 | -37,56 | 5 976 | -37,53 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 3 585 | -7,00 | 1 084 | -6,96 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 1 287 | -34,70 | 389 | -34,79 | ||||
| 2026-05-11 | 13F | United Bank | 2 770 | -35,45 | 837 | -35,42 | ||||
| 2026-04-07 | 13F | Eastern Bank | 123 | -38,50 | 37 | -38,33 | ||||
| 2026-05-05 | 13F | PFG Advisors | 2 730 | -34,50 | 825 | -34,47 | ||||
| 2026-05-15 | 13F/A | Bradley Foster & Sargent Inc/ct | 14 297 | -0,27 | 4 321 | -0,21 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 3 299 | -3,26 | 997 | -3,20 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 2 625 | -5,06 | 793 | -5,03 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 2 974 | -0,97 | 899 | -0,88 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 4 792 | -12,52 | 1 448 | -12,45 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 23 699 | -78,40 | 23 659 | -28,61 | ||||
| 2026-04-29 | 13F | Custom Index Systems, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Shoker Investment Counsel, Inc. | 2 983 | -2,39 | 902 | -2,38 | ||||
| 2026-04-22 | 13F | Midwest Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Granite Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Capstone Triton Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 7 334 | -2,43 | 2 222 | -2,37 | ||||
| 2026-05-07 | 13F | True North Advisors, LLC | 2 949 | -22,60 | 891 | -22,59 | ||||
| 2026-05-04 | 13F | Nwam Llc | 1 707 | -1,61 | 516 | -4,81 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 684 | -9,40 | 207 | -9,65 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 12 529 | -11,21 | 3 787 | -11,19 | ||||
| 2026-05-08 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | BSW Wealth Partners | 2 871 | -13,39 | 868 | -13,39 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 14 573 | -1,19 | 4 405 | -1,14 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 2 216 | -1,82 | 670 | -1,76 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 243 275 | -2,28 | 70 450 | -6,33 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 3 124 | -28,79 | 944 | -28,75 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 8 456 | -51,42 | 2 556 | -51,41 | ||||
| 2026-02-11 | 13F | TruNorth Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 5 084 | -2,70 | 1 537 | -2,66 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Transcend Wealth Collective, Llc | 6 095 | -0,02 | 1 842 | 0,05 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 2 700 | -6,80 | 816 | 16,43 | ||||
| 2026-05-06 | 13F | WoodTrust Financial Corp | 1 799 | -14,41 | 1 | |||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 9 041 | -4,34 | 2 733 | -4,31 | ||||
| 2026-05-14 | 13F | Wrenne Financial Planning LLC | 3 283 | -0,58 | 992 | -0,50 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 810 | -94,90 | 245 | -94,91 | ||||
| 2026-05-18 | 13F | Alexander Labrunerie & Co., Inc. | 726 | -29,72 | 219 | -29,81 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Snowwater Investment Partners, Llc | 1 170 | -6,40 | 354 | -6,37 | ||||
| 2026-05-14 | 13F | SWAN Capital LLC | 26 040 | -14,68 | 7 870 | -14,64 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 411 | -26,74 | 124 | -26,63 | ||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 1 741 | -0,40 | 526 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 4 535 | -6,09 | 1 | 0,00 | ||||
| 2026-05-07 | 13F | Florida Financial Advisors, Llc | 1 011 | -28,35 | 306 | -28,40 | ||||
| 2026-04-30 | 13F | First Horizon Corp | 13 396 | -0,51 | 4 049 | -0,47 | ||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 6 093 | -21,71 | 1 842 | -21,69 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 477 172 | -7,35 | 144 225 | -7,31 | ||||
| 2026-05-15 | 13F | Advisory Resource Group | 675 | -21,24 | 204 | -21,32 | ||||
| 2026-01-27 | 13F | Meritage Portfolio Management | 15 374 | -3,55 | 4 645 | -2,11 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 148 | -38,59 | 45 | -38,89 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 1 247 | -8,51 | 377 | -8,52 | ||||
| 2026-05-14 | 13F | Fuller & Thaler Asset Management, Inc. | 3 512 | -26,85 | 1 061 | -26,83 | ||||
| 2026-05-11 | 13F | Commonwealth Retirement Investments LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Foster Dykema Cabot & Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 7 351 | -0,26 | 2 222 | -0,22 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 970 | -10,10 | 293 | -9,85 | ||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Macroview Investment Management Llc | 905 | -0,44 | 274 | -0,36 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 10 800 | -16,28 | 3 264 | -16,24 | |||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 31 032 | -2,29 | 9 379 | -2,24 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 1 251 | -27,06 | 378 | -27,03 | ||||
| 2026-05-13 | 13F | American Financial Advisors, LLC | 117 712 | -2,67 | 35 579 | -2,63 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 22 | -79,44 | 7 | -81,25 | ||||
| 2026-04-13 | 13F | Arcadia Investment Advisors Llc | 654 | -12,45 | 198 | -12,44 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1 144 | -9,85 | 346 | -9,92 | ||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 87 308 | -13,07 | 26 389 | -13,03 | ||||
| 2026-04-14 | 13F | William Mack & Associates, Inc. | 1 767 | -25,41 | 534 | -25,31 | ||||
| 2026-04-15 | 13F | Trust Point Inc. | 9 130 | -1,96 | 2 760 | -1,92 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 31 479 | -0,55 | 9 515 | -0,51 | ||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 273 378 | -19,00 | 82 632 | -18,95 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 2 113 | -0,70 | 638 | 0,79 | ||||
| 2026-05-07 | 13F | Wells Financial Advisors INC | 198 | -72,91 | 60 | -73,18 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 3 419 | -2,70 | 1 033 | -2,64 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 4 479 | -3,47 | 1 354 | -3,43 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 1 071 | -1,20 | 324 | -1,22 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 216 | -6,09 | 0 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 2 268 | -0,83 | 686 | -0,72 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 9 883 | -0,41 | 2 987 | -0,37 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 9 607 | -6,55 | 2 904 | -6,51 | ||||
| 2026-05-15 | 13F | Strategic Advocates LLC | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | Five Pine Wealth Management | 722 | -0,28 | 218 | 0,00 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 327 717 | -11,88 | 99 053 | -11,84 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 75 038 | -36,64 | 22 680 | -36,61 | ||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | DeLarme Wealth Management, Inc. | 11 304 | -3,69 | 3 417 | -3,67 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 837 597 | -6,64 | 253 164 | -6,59 | ||||
| 2026-05-13 | 13F | May Barnhard Investments LLC | 17 605 | -1,39 | 5 321 | -1,34 | ||||
| 2026-01-14 | 13F | Kmg Fiduciary Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 14 367 | -14,30 | 4 342 | -14,26 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 2 119 | -39,77 | 640 | -38,81 | ||||
| 2026-04-28 | 13F | Shelton Wealth Management, Llc | 8 419 | -3,74 | 2 545 | -3,71 | ||||
| 2026-04-24 | 13F | Jacobsen Capital Management | 39 576 | -1,81 | 11 962 | -1,77 | ||||
| 2026-05-04 | 13F | Wsfs Capital Management, Llc | 827 | -5,81 | 250 | -5,66 | ||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 31 418 | -1,36 | 9 496 | -1,31 | ||||
| 2026-01-27 | 13F | Brighton Jones Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 4 197 | -0,87 | 1 269 | -0,86 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 5 072 | -1,55 | 1 533 | -1,48 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 93 386 | -31,12 | 28 226 | -31,09 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 6 159 | -3,08 | 1 862 | -21,08 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 183 | -8,04 | 55 | -6,78 | ||||
| 2026-05-15 | 13F | Asset Management Group, Inc. | 58 988 | -0,60 | 17 829 | -0,56 | ||||
| 2026-05-14 | 13F | Battery Global Advisors, LLC | 3 680 | -87,43 | 1 112 | -93,94 | ||||
| 2026-05-01 | 13F | Strategic Wealth Advisors LLC | 23 679 | -0,71 | 7 | 0,00 | ||||
| 2026-04-29 | 13F | Navalign, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Goepper Burkhardt LLC | 2 222 | -14,08 | 672 | -14,08 | ||||
| 2026-05-15 | 13F | Strategies Wealth Advisors, LLC | 144 537 | -2,19 | 43 686 | -2,15 | ||||
| 2026-05-08 | 13F | Align Financial, LLC | 956 | -99,67 | 289 | 0,00 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 673 | -5,34 | 207 | -5,05 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 810 | -10,69 | 245 | -10,95 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 293 554 | -1,38 | 88 726 | -1,33 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 1 710 | -26,07 | 517 | -26,07 | ||||
| 2026-04-15 | 13F | Cohen Klingenstein LLC | 661 433 | -1,04 | 199 918 | -0,99 | ||||
| 2026-04-17 | 13F | 55 North Private Wealth, LLC | 2 067 | -11,59 | 625 | -11,61 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | StoneX Group Inc. | 2 752 | -57,18 | 832 | -57,43 | ||||
| 2026-04-29 | 13F | Sagace Wealth Management LLC | 5 570 | -0,11 | 1 684 | -0,06 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3 873 | -0,05 | 1 | 0,00 | ||||
| 2026-05-18 | 13F | Cassady Wealth & Retirement Planning, LLC | 1 957 | -8,81 | 656 | 1,08 | ||||
| 2026-04-20 | 13F | Hoge Financial Services, Llc | 2 453 | -1,41 | 741 | -1,33 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2 360 | -2,44 | 713 | -2,33 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 74 674 | -0,93 | 22 570 | -0,88 | ||||
| 2026-04-21 | 13F | Keystone Financial Services, LLC | 2 641 | -0,68 | 798 | -0,62 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 6 755 | -1,07 | 2 042 | -1,02 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 23 017 | -16,49 | 6 957 | -16,44 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 14 554 | -13,95 | 4 215 | -17,52 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 22 683 | -0,04 | 6 856 | 0,00 | ||||
| 2026-04-21 | 13F | Dougherty & Associates, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 50 | -9,09 | 15 | -6,25 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 7 524 | -3,30 | 2 274 | -3,23 | ||||
| 2026-04-13 | 13F | CJM Wealth Advisers, Ltd. | 30 810 | -0,56 | 9 312 | -0,51 | ||||
| 2026-03-24 | 13F/A | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-05 | 13F | SFI Advisors, LLC | 745 | -46,09 | 225 | -46,04 | ||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 1 091 | -2,85 | 372 | 3,63 | ||||
| 2026-04-17 | 13F | Willner & Heller, Llc | 3 766 | -3,19 | 1 138 | -3,15 | ||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Mayfair Advisory Group, LLC | 3 914 | -2,64 | 1 183 | -4,21 | ||||
| 2026-05-15 | 13F | Vawter Financial, Ltd. | 50 935 | -3,86 | 15 395 | -3,81 | ||||
| 2026-05-01 | 13F | BKD Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 7 618 | -1,78 | 2 303 | -1,75 | ||||
| 2026-04-27 | 13F | TCI Wealth Advisors, Inc. | 5 389 | -0,07 | 1 629 | -0,06 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 31 452 | -0,50 | 9 506 | -0,45 | ||||
| 2026-05-13 | 13F | Callan Family Office, LLC | 1 481 | -22,62 | 448 | -22,66 | ||||
| 2026-01-28 | 13F | Dentgroup LLC | 5 927 | -18,24 | 1 791 | -17,01 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 5 855 | -15,14 | 1 770 | -15,12 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 898 982 | -1,19 | 271 717 | -1,15 | ||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Family Legacy Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Norden Group Llc | 848 | -67,25 | 256 | -67,26 | ||||
| 2026-01-13 | 13F | Cherrydale Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 2 753 | -22,21 | 832 | 0,24 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 1 332 | -54,86 | 403 | -54,88 |
